Object Edge, Inc. Employees' 401(K) Savings Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Rainier Small/Mid Cap Equity Fund Original Shares | RIMSX | was removed by brian | 9/3/2020 11:52:16 AM | |
Perkins Mid Cap Value Fund Class T | JMCVX | was removed by brian | 9/3/2020 11:51:32 AM | |
Hennessy Cornerstone Mid Cap 30 Fund Investor Class | HFMDX | was removed by brian | 9/3/2020 11:51:13 AM | |
TCW Relative Value Dividend Appreciation Fund Class N | TGIGX | was removed by brian | 9/3/2020 11:50:33 AM | |
American Funds The Growth Fund of America Class R-6 | RGAGX | was removed by brian | 9/3/2020 11:50:26 AM | |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | was removed by brian | 9/3/2020 11:49:55 AM | |
American Century Equity Growth Fund Investor Class | BEQGX | was removed by brian | 9/3/2020 11:49:45 AM | |
Vanguard GNMA Fund Admiral Shares | VFIJX | was removed by brian | 9/3/2020 11:49:33 AM | |
PIMCO Total Return Fund Class R | PTRRX | was removed by brian | 9/3/2020 11:49:22 AM | |
Vanguard Inflation-Protected Securities Fund Admiral Shares | VAIPX | was removed by brian | 9/3/2020 11:48:35 AM | |
Artisan International Fund Investor Class | ARTIX | was removed by brian | 9/3/2020 11:48:24 AM | |
Artisan Mid Cap Value Fund Investor Class | ARTQX | was removed by brian | 9/3/2020 11:48:19 AM | |
DFA Emerging Markets Value Portfolio Institutional Class | DFEVX | was removed by brian | 9/3/2020 11:48:11 AM | |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | was added by narendrar | 9/2/2020 1:44:25 PM | |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | was added by narendrar | 9/2/2020 1:44:08 PM | |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | was added by narendrar | 9/2/2020 1:43:46 PM | |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | was added by narendrar | 9/2/2020 1:43:37 PM | |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | was added by narendrar | 9/2/2020 1:43:25 PM | |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | was added by narendrar | 9/2/2020 1:43:08 PM | |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | was added by narendrar | 9/2/2020 1:42:56 PM | |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | was added by narendrar | 9/2/2020 1:42:42 PM | |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | was added by narendrar | 9/2/2020 1:42:30 PM | |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | was added by narendrar | 9/2/2020 1:42:17 PM | |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | was added by narendrar | 9/2/2020 1:42:00 PM | |
Vanguard Small Cap Value Index Fund Admiral Shares | VSIAX | was added by narendrar | 9/2/2020 1:41:50 PM | |
Vanguard Small-Cap Growth Index Fund Admiral Shares | VSGAX | was added by narendrar | 9/2/2020 1:41:38 PM | |
DoubleLine Low Duration Bond Fund Class I | DBLSX | was added by narendrar | 9/2/2020 1:41:14 PM | |
PIMCO Income Fund Institutional Class | PIMIX | was added by narendrar | 9/2/2020 1:41:02 PM | |
Vanguard Federal Money Market Fund Investor Shares | VMFXX | was added by narendrar | 9/2/2020 1:40:47 PM | |
Vanguard Mid-Cap Value Index Fund Admiral Shares | VMVAX | was added by narendrar | 9/2/2020 1:40:34 PM | |
Vanguard Mid-Cap Growth Index Fund Admiral Shares | VMGMX | was added by narendrar | 9/2/2020 1:40:23 PM | |
Fidelity Extended Market Index | FSMAX | was added by narendrar | 9/2/2020 1:40:07 PM | |
PSI All Asset Fund Class A Shares | FXMAX | was removed by narendrar | 9/2/2020 1:39:58 PM | |
PSI All Asset Fund Class A Shares | FXMAX | was added by narendrar | 9/2/2020 1:39:39 PM | |
Vanguard Value Index Fund Admiral Shares | VVIAX | was added by narendrar | 9/2/2020 1:39:27 PM | |
Vanguard Growth Index Fund Admiral Shares | VIGAX | was added by narendrar | 9/2/2020 1:39:17 PM | |
Vanguard 500 Index Fund Admiral Class | VFIAX | was added by narendrar | 9/2/2020 1:39:06 PM | |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | was added by narendrar | 9/2/2020 1:38:57 PM | |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | was added by narendrar | 9/2/2020 1:38:41 PM | |
Artisan Small Cap Value Investor | ARTVX | was removed by narendrar | 6/28/2019 10:50:39 AM | |
Artisan Mid Cap Value Fund Investor Class | ARTQX | was added by narendrar | 4/9/2018 5:51:18 AM | |
Hennessy Cornerstone Mid Cap 30 Fund Investor Class | HFMDX | was added by narendrar | 4/9/2018 5:49:55 AM | |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | was added by bmurphy | 1/18/2016 6:24:15 PM | |
Vanguard Total Stock Market Index Fund Signal Shares | VTSSX | was removed by bmurphy | 1/18/2016 6:24:05 PM | |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | was added by narendrar | 6/15/2015 12:20:21 AM | |
Vanguard Small Cap Index Fund Signal Shares | VSISX | was removed by narendrar | 6/15/2015 12:20:10 AM | |
Vanguard Mid-Cap Index Fund Signal Shares | VMISX | was removed by narendrar | 6/15/2015 12:18:25 AM | |
Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | was added by narendrar | 6/15/2015 12:18:04 AM | |
Vanguard Emerging Markets Stock Index Fund Signal Shares | VERSX | was removed by narendrar | 6/15/2015 12:15:36 AM | |
Vanguard Emerging Markets Stock Index Fund Admiral Shares | VEMAX | was added by narendrar | 6/15/2015 12:15:16 AM | |
Vanguard Mid-Cap Index Fund Signal Shares | VMISX | was added by narendrar | 4/17/2014 5:01:33 PM | |
Columbia Acorn Fund Class Z | ACRNX | was added by narendrar | 4/17/2014 5:01:33 PM | |
Rainier Small/Mid Cap Equity Fund Original Shares | RIMSX | was added by narendrar | 4/17/2014 5:01:33 PM | |
Perkins Mid Cap Value Fund Class T | JMCVX | was added by narendrar | 4/17/2014 5:01:33 PM | |
Vanguard Wellington Fund Admiral Shares | VWENX | was added by narendrar | 4/17/2014 5:01:33 PM | |
Artisan Small Cap Value Investor | ARTVX | was added by narendrar | 4/17/2014 5:01:33 PM | |
Vanguard Small Cap Index Fund Signal Shares | VSISX | was added by narendrar | 4/17/2014 5:01:33 PM | |
American Funds Fundamental Investors Class R-6 | RFNGX | was added by narendrar | 4/17/2014 5:01:32 PM | |
Vanguard Total Stock Market Index Fund Signal Shares | VTSSX | was added by narendrar | 4/17/2014 5:01:32 PM | |
American Funds The Growth Fund of America Class R-6 | RGAGX | was added by narendrar | 4/17/2014 5:01:32 PM | |
BlackRock Equity Dividend Fund Investor A Shares | MDDVX | was added by narendrar | 4/17/2014 5:01:32 PM | |
Columbia Dividend Income Fund Class A | LBSAX | was added by narendrar | 4/17/2014 5:01:32 PM | |
TCW Relative Value Dividend Appreciation Fund Class N | TGIGX | was added by narendrar | 4/17/2014 5:01:32 PM | |
DFA Emerging Markets Value Portfolio Institutional Class | DFEVX | was added by narendrar | 4/17/2014 5:01:31 PM | |
Vanguard Emerging Markets Stock Index Fund Signal Shares | VERSX | was added by narendrar | 4/17/2014 5:01:31 PM | |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | was added by narendrar | 4/17/2014 5:01:31 PM | |
Artisan International Fund Investor Class | ARTIX | was added by narendrar | 4/17/2014 5:01:31 PM | |
Vanguard Inflation-Protected Securities Fund Admiral Shares | VAIPX | was added by narendrar | 4/17/2014 5:01:31 PM | |
Vanguard GNMA Fund Admiral Shares | VFIJX | was added by narendrar | 4/17/2014 5:01:31 PM | |
PIMCO Total Return Fund Class R | PTRRX | was added by narendrar | 4/17/2014 5:01:31 PM | |
American Century Equity Growth Fund Investor Class | BEQGX | was added by narendrar | 4/17/2014 5:01:31 PM | |
US Cash / Money Market | USCASH | was added by narendrar | 4/17/2014 5:01:30 PM |
COMMENTS
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bmurphy1/18/2016 6:23:48 PM
Replaced Vanguard Signal w/ Vanguard Admiral class funds.
narendrar9/2/2020 1:45:09 PM
Funds changing as of Sep 25th.
Investment to be Added to the Plan:
VEMAX – Vanguard Emerging Mkts Stock Idx
VTIAX – Vanguard Total Intl Stock Idx Adm
VBILX – Vanguard Interm-Term Bond Index
VFIAX – Vanguard 500 Index Admiral
VIGAX – Vanguard Growth Index Admiral
VVIAX – Vanguard Value Index Adm
FSMAX – Fidelity Extended Market Index
VMGMX – Vanguard Mid-Cap Growth Idx
VMVAX – Vanguard Mis-Cap Value Index Am
VMFXX – Vanguard Federal Money Market Ivestor
PIMIX – PIMCO Income Instl
DBLSX – Doubleline low duration Bond I
VSMAX – Vanguard Small Cap Index Adm
VSGAX – Vanguard Small Cap Growth Index Adm
VSIAX – Vanguard Small Cap Value Index Adm
VTWNX – Vanguard Target Retirement 2020
VTTVX – Vanguard Target Retirement 2025
VTHRX – Vanguard Target Retirement 2030
VTTHX – Vanguard Target Retirement 2025
VFORX – Vanguard Target Retirement 2040
VTIVX – Vanguard Target Retirement 2045
VFIFX – Vanguard Target Retirement 2050
VFFVX – Vanguard Target Retirement 2055
VTTSX – Vanguard Target Retirement 2060
VLXVX – Vanguard Target Retirement 2065
VTINX – Vanguard Target Retirement Income Inv
narendrar9/2/2020 1:46:25 PM
Investments to be Eliminated from the Plan on Sep 25th:
DFEVX – DFA Emerging Markets Value I
ARTIX – Artisan International Investor
VAIPX – Vanguard Inflation-Protected Secs Adm
PTTRX – PIMCO Total Return Instl
VFIJX – Vanguard GNMA Adm
BEQGX – American Century Equity Growth Inv
VTSAX – Vanguard Total Stock Mkt Idx Adm
RGAGX – American Funds Growth fund of Ameri
TGIGX – TCW Relative Value Dividend Apprec
HFMDX – Hennessy Cornerstone Mid Cap 30 Inv
ARTQX – Artisan Mid Cap Value Investor
JMCVX – Janus Henderson Mid Cap Value T
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